While creating a proposal, you may want to apply a special discount to your products or specific customers. In this case, TeamGram “Discount Campaigns” feature will help you. You can create your “Discount Campaigns” in three different ways. 1- Defining a discount campaign according to “Product Categories” You can use…

You can use Office 365 Calendar to keep track of all your events. You should have a Microsoft Account to use Office 365 Calendar service. Service notifies you by email or push message (mobile) when the events you have registered on the calendar are due in time or a period…

If you have a Microsoft account; sent or received (if the contacts are registered in TeamGram) emails can be easily tracked in TeamGram. The ‘Office 365 Email’ tab appears on the detailed screens of the ‘’Contacts’’/’’Companies’’ and “Leads’’ in TeamGram when “Office 365 Email” integration is made. You may easily…

Now, you can easily define “Unit price” or “Amount” calculation formulas in TeamGram “Quotes” and “Customer/Supplier orders” sections with new “Automatic Calculation” feature. “Use custom settings”> “Calculated” while defining product category. By this way, using variables (quantity, price, time, weight, width, length, etc.) you can define the formula the best…

Zapier https://zapier.com/ is a cloud-based paid service that enables automation of workflows between different applications. Each flow created to connect applications in Zapier is called “Zap”.If you are using Facebook Business Manager, you can set some triggers to automatically transfer leads to TeamGram via Zapier. You can test Zapier’s “Facebook…

Preparing The Update Files In the first line of each column, write the column name. During the update, you can only match the column in your file that you want to match to one TeamGram field. If you need to merge or split columns, you must do so before starting…

Web forms are powerful tools for generating new leads. A potential customer may want to learn more about your services or request a quote. With web forms, you can automatically collect lead information, service requests, and more. You can customize your web forms according to your business needs. They can…